After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
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Asia Short Interest Weekly - Consumer Discretionary Shorts Increase in HK & Japan
The Asia Short Interest weekly that looks at moves in market wide short interest and highlights moves in stock specific short interest across Hong...
173 Views
Pre-IPO ESG Analysis: JD.com's Developing ESG Story Is Strong Despite Early Missteps
Pre-IPO, sort of.The U.S.-listed ADRs (American Depositary Receipts) have traded, as JD.com (JD US), for six years. However, in light of the...
348 Views
Rakuten: Good COVID-19 Play; Possibility of Further Upside
Rakuten Inc (4755 JP)’s 1Q FY12/20 financial results upholds its position as a COVID-19 beneficiary. Hence, we expect the current rally in...
273 Views
Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
370 Views